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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,308 | $48,364+24.7% | $71,796-16.0% | $62,881-4.1% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | 6.86% | 13.16%-6.3pp | 78.04%-71.2pp | 20.14%-13.3pp |
| Employer contribution / active EE | $1,841 | $1,042+76.7% | $1,924-4.3% | $2,281-19.3% |
| Participant deferral / active EE | $3,521 | $2,091+68.4% | $2,794+26.0% | $3,203+9.9% |
| Admin fee / account holder | $9,041 | $3,771+139.7% | $4,815+87.8% | $4,296+110.5% |